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17855 Dallas Parkway Suite 150, Dallas, TX 75287 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-10-25 |
| TX | RA | APPROVED | 2013-06-06 |
Branch Locations
17855 Dallas Parkway Suite 150, Dallas, TX 75287 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Worth Finanacial Group | Dallas | TX | 05/2001 | 12/2020 |
| Worth Asset Management Llc | Dallas | TX | 03/2013 | Present |
INDEPENDENT INSURANCE AGENT NON-INVESTMENT RELATED 16660 DALLAS PARKWAY STE 1600 DALLAS TX 75248 INSURANCE & ANNUITY SALES TITLE: INDEPENDENT AGENT START DATE: MARCH 1985 10 HOURS / MONTH DUTIES: MARKETING & SALES OF TRADITIONAL INSURANCE, LIFE & ANNUITIES WORTH FINANCIAL GROUP BROKER-DEALER, RIA PRESIDENT, OWNER, REGISTERED REPRESENTATIVE, INVESTMENT ADVISOR AGENT START DATE: MAY 2001 HOURS/MONTH: 120 DUTIES: MANAGEMENT, SUPERVISION & SALES
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-02-28 |
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